Workflow new note to update slack

[yizy305]

Hey! I'm having a very hard time creating a workflow that does the following;

Trigger: When a new note is created on a contact

Action: A notification is sent to a specific slack channel

Please help!

[TiphaineCuisset]

Hi @yizy305 

Thank you for reaching out, and welcome to the Community! 

You can use the filter "Activities properties > Note > Note Body is known" as an enrollment trigger, and then add an action Send Slack Notification. That way, as soon as a contact will have a note filed in their timeline activity, they will enroll in the workflow. 

You can find more information on workflows here 

Get started with workflows 

Hope that helps.
Have a lovely day,
Tiphaine.

[yizy305]

Hey @TiphaineCuisset 

Thank you! How can I get the trigger to enroll every time a new note is added? 

[TiphaineCuisset]

Hey @yizy305 

At this stage activities cannot be set as a re-enrollment trigger. However I can see how it could be useful, so I invite you to upvote this idea on our Ideas forum. It is the main platform for communicating feature requests to our Product Team. You have more information on how this forum works here. 

Thank you

Tiphaine